KRUPKA FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KRUPKA FOUNDATION INC (EIN 84-4196645)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349102517
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:06:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362469413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON STREET SUITE 2200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844196645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KRUPKA FOUNDATION INC A DELAWARE | BusinessNameLine1Txt |
| Business Name Line2 | PUBLIC BENEFIT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRUP | BusinessNameControlTxt |
| Phone | 3108891990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6897 GRENADIER BLVD 1004 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G KRUPKA | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3108891990 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIAO CHU | PreparerPersonNm |
| PTIN | P01012008 | PTIN |
| Phone | 3126420006 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,100,209 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $267,427 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,958 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,958 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$101,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $926,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $393,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,384 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,404 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,202 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,202 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,843 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,842 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,054,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,054,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,096,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,060,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$703,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $263,279 | CashBOYAmt |
| Cash EOY | $101,860 | CashEOYAmt |
| Cash EOYFMV | $101,860 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,991,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,453,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,998,349 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,254,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,555,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,100,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,254,396 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,555,321 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,254,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,555,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,254,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,555,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,254,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$703,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,242 | OtherIncreasesAmt |
| Subtotal | $3,555,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,555,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #3516 - AVAILABLE UPON REQUEST | D | 2024-01-01 | 1931-12-25 | $138,434 | $172,679 | -$34,245 | -$34,245 |
| MERRILL LYNCH #3517 - AVAILABLE UPON REQUEST | D | 2024-01-01 | 1931-12-25 | $90,084 | $91,502 | -$1,418 | -$1,418 |
| MERRILL LYNCH #3518 - AVAILABLE UPON REQUEST | P | 2025-01-01 | 2025-12-31 | $7,952 | $7,953 | -$1 | -$1 |
| MERRILL LYNCH #3519 - AVAILABLE UPON REQUEST | P | 2025-01-01 | 2025-12-31 | $10,875 | $11,332 | -$457 | -$457 |
| MERRILL LYNCH #4704 - AVAILABLE UPON REQUEST | P | 2025-01-01 | 2025-12-31 | $6,661 | $7,391 | -$730 | -$730 |
| MERRILL LYNCH #4705 - AVAILABLE UPON REQUEST | P | 2025-01-01 | 2025-12-31 | $7,621 | $7,470 | $151 | $151 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2024-01-01 | 2025-12-31 | $1,178 | $1,178 | $1,178 | |
| MERRILL LYNCH #3518 - AVAILABLE UPON REQUEST | P | 2024-01-01 | 2025-12-31 | $103,620 | $103,592 | $28 | $28 |
| MERRILL LYNCH #3519 - AVAILABLE UPON REQUEST | P | 2024-01-01 | 2025-12-31 | $388,171 | $449,603 | -$61,432 | -$61,432 |
| MERRILL LYNCH #4704 - AVAILABLE UPON REQUEST | P | 2024-01-01 | 2025-12-31 | $102,540 | $72,279 | $30,261 | $30,261 |
| MERRILL LYNCH #4705 - AVAILABLE UPON REQUEST | P | 2024-01-01 | 2025-12-31 | $69,368 | $52,704 | $16,664 | $16,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,001 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,037 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,706 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT KRUPKA | IndividualWithBooksNm |
| Phone | 3108891990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6897 GRENADIER BLVD 1004 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT G KRUPKA | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAMELA BANNER KRUPKA | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | SECRETARY/CFO/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTIN NICOLE MCNALLY | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KERRY MELISSA COLBURN | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN C BANNER | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,081,181 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,288,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,288,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,224,017 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,706 | TotalTaxAmt |
| Distributable Before Adj | $208,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,060,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,060,459 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $44,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,238,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,282,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,060,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $851,964 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,134,564 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,134,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $44,392 | ExcessFromYear2Amt |
| Excess From Year1 | $1,238,208 | ExcessFromYear1Amt |
| Excess From Current Year | $851,964 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT G KRUPKA | ContributingManagerNm |
| Contributing Manager | PAMELA BANNER KRUPKA | ContributingManagerNm |
| Contributing Manager | KRISTIN NICOLE MCNALLY | ContributingManagerNm |
| Contributing Manager | KERRY MELISSA COLBURN | ContributingManagerNm |
| Contributing Manager | BRIAN C BANNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHOR PRESBYTERIAN CHURCH | |||||||
| 7800 IMMOKALEE RD | NAPLES | FL | 34119 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 |
| ARTIS - NAPLES | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | TO FURTHER PROGRAM SERVICES | $110,000 |
| CAMP OF THE HILLS | |||||||
| 1552 CO RD 344 | MARBLE FALLS | TX | 78654 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 |
| CAPTAINS FOR CLEAN WATER | |||||||
| 2031 JACKSON ST | FORT MYERS | FL | 33901 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 |
| COVENANT CHURCH OF NAPLES | |||||||
| 6926 TRAIL BLVD | NAPLES | FL | 34108 | NONE | PC | TO FURTHER PROGRAM SERVICES | $707,000 |
| FGCU FOUNDATION INC | |||||||
| 10501 FGCU BLVD | FORT MYERS | FL | 33965 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 |
| GRAND PIANO SERIES INC | |||||||
| 4850 TAMIAMI TRL SUITE 301 | NAPLES | FL | 34103 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 |
| GULFSHORE PLAYHOUSE | |||||||
| 2640 GOLDEN GATE PKWAY STE 211 | NAPLES | FL | 34102 | NONE | PC | TO FURTHER PROGRAM SERVICES | $95,000 |
| LIGONIER MINISTRIES | |||||||
| 421 LIGONIER CT | SANFORD | FL | 32771 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 |
| MCQUAID JESUIT HIGH SCHOOL | |||||||
| 1800 S CLINTON AVE | ROCHESTER | NY | 14618 | NONE | PC | TO FURTHER PROGRAM SERVICES | $17,500 |
| NAPLES BOTANICAL GARDENS | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,850 |
| NCH CENTER FOR PHILANTHROPY | |||||||
| 350 7TH ST N | NAPLES | FL | 34102 | NONE | PC | TO FURTHER PROGRAM SERVICES | $7,505 |
| NCH HEALTHCARE | |||||||
| 801 VANDERBILT BEACH RD | PELICAN BAY | FL | 34108 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 |
| OUR COMMUNITY LOS ANGELES | |||||||
| PO BOX 676 | PACIFIC PALISADES | CA | 90272 | NONE | PC | TO FURTHER PROGRAM SERVICES | $7,500 |
| PATH2FREEDOM | |||||||
| 1200 GOODLETTE RD N | NAPLES | FL | 34101 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| PREGNANCY RESOURCE CENTER OF SW FL | |||||||
| 9911 CORKSCREW RD SUITE 201 | ESTERO | FL | 33928 | NONE | PC | TO FURTHER PROGRAM SERVICES | $33,000 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PC | TO FURTHER PROGRAM SERVICES | $8,000 |
| VILAR CENTER | |||||||
| 68 AVONDALE LN | AVALON | CO | 81620 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 |
| WGCU PUBLIC MEDIA | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | NONE | PC | TO FURTHER PROGRAM SERVICES | $60 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,054,415 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,958 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$101,651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,685 | Amt |
| Net Investment Income | $4,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,842 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #3517 - AVAILABLE UPON REQUEST | $504,508 | $1,074,188 |
| MERRILL LYNCH #3518 - AVAILABLE UPON REQUEST | $422,343 | $435,383 |
| MERRILL LYNCH #3519 - AVAILABLE UPON REQUEST | $2,290,136 | $2,186,971 |
| MERRILL LYNCH #4704 - AVAILABLE UPON REQUEST | $125,633 | $160,617 |
| MERRILL LYNCH #4705 - AVAILABLE UPON REQUEST | $110,841 | $141,190 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,404 | LegalFeesAmt |
| Net Investment Income | $1,202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,202 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $26,425 | $26,425 | $0 | $0 |
| OTHER EXPENSES | $241 | $241 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS | Desc |
| Amt | $4,242 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $3,268 | $0 | $0 | $0 |
| FOREIGN TAX WITHHELD | $39 | $0 | $0 | $0 |
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